Updating a patient's met deductibles and used benefits

You can update the met deductibles and used benefits for the current and previous years of a patient's insurance plan. Along with coverage tables, updating deductibles and benefits allows for accurate insurance estimates.

Note: Updating the met deductibles and used benefits requires the "Edit Ins. Plan for Patient" and "Edit Ins. Benefits for Patient" security rights.

To update a patient's met deductibles and used benefits

1. Do one of the following:

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under General, click (or tap) Overview.

        The patient's Overview page opens.

     On a patient's Overview page, the Insurance box displays the patient's insurance plans. Click (or tap) an insurance Plan link.

     

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Insurance, click (or tap) Insurance Information.

        The patient's Insurance Information page opens.

     On a patient's Insurance Information page, select an insurance plan.

     

   The options for editing insurance information become available.

   

2. Click (or tap) Benefits.

   The Deductibles and Benefits dialog box appears.

   

3. As needed, for the Current Year and/or Previous Year, enter or change any Met amounts for Deductibles and/or Used amounts for Benefits.

4. Click (or tap) Save.